About

I’ve been fortunate to be a part of the Cincinnati community my entire life. As a graduate of Roger Bacon and Xavier University I learned the value of a solid education. After graduation, I built a career in accounting and finance along with successfully passing the CPA exam. Looking for a new challenge, I transitioned into the Health Care Industry gaining experience in underwriting, business development and management. Today, as a Financial Advisor, I am able to combine my depth of knowledge with my career experiences and apply them to my client’s financial strategies.

I enjoy working with clients who have specific goals and want to be well-informed about their financial options. Working as an Independent, Fee Based Advisor allows me to put the best interest of my clients first versus simply selling products.

I create holistic financial plans for individuals and couples, providing them with strategies for investing, retirement income, college funding, debt reduction, tax efficiency, insurance protection, and estate planning.

I also work with small business owners implementing Retirement and Succession Planning Strategies.

While competence and knowledge are a vital part of my business, everything is built on a foundation of strong relationships and trust. The most enjoyable part of my job is getting to know clients and understanding their hopes and dreams. As a result, I am able to offer the best advice for their circumstances.

I believe in building into our community and being an active part of change. As a member of several networking communities, I am able to assist professionals in transition by providing career counseling and networking connections. As a resident of Anderson Township, it is an honor to serve as a member of the Anderson Area Chamber Board & Membership Committee. What gives me great joy is having the opportunity to be a part of the Advisory Board and Fundraising Committee for the “May We Help” Organization. Living in Cincinnati, it is difficult to find someone who hasn’t been positively impacted by the Crossroads Community and I am no different. Through Crossroads I’ve had the chance to volunteer with New Orleans Habitat for Humanity, building projects & relational development in South Africa, Cincinnati’s CityLink, and Financial Peace University.

Contact me if you would like to discuss your financial questions. I’d love to hear from you.

Dan
FINRA BrokerCheck